Chase Parry, Crpc®, Cepa® Email & Phone Number

Chase is a Managing Director - Investments on the Everest Capital Private Wealth Management Group of Wells Fargo Advisors, a 16-person multi-generational wealth advisory group who exclusively serves a limited number of wealthy families, business owners, and foundations throughout the country. Together, Chase's team develops strategies ranging from investment & risk management, tax minimization, income & liquidity management, estate planning strategies, wealth transfer & philanthropy.Chase earned the Certified Exit Planning Advisor (CEPA®) designation from the Exit Planning Institute in 2024. Chase also earned the Chartered Retirement Planning Counselor (CPRC®) designation in 2015 from the College for Financial Planning.Chase describes himself as a passionate, loyal and ambitious person who enjoys the experiences of life. Chase is always looking to empower, educate and help others by providing advice & guidance. In his spare time Chase enjoys spending time with my wife and 6 children, including sporting events and travel.This information is intended for use by residents of AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, and WY only.CA Insurance Producer License Number: 1576803. Resident State: UT./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

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  Brigham Young University

  Bachelor'S Degree